Account Manager
Maintains B2B account relationships. Quarterly business reviews, expansion conversations, contract renewal prep, stakeholder mapping.
For B2B companies with named accounts. Maintains relationship history with every stakeholder, prepares quarterly business reviews, drafts expansion proposals, runs contract-renewal prep, maps political dynamics inside customer orgs. Different from CSM (post-sale operations) — this is the relationship layer.
Built for
Under the hood
Primary model
claude-sonnet-4-6
Auxiliary models
Vector store
pgvector
Multimodal
Text only
What it ships with
- Stakeholder mapping per account
- QBR (quarterly business review) preparation
- Expansion-proposal drafting
- Contract-renewal prep packets
- Relationship-history timeline per stakeholder
- Political-dynamics tracking
- Account-team coordination
- Win-loss analysis on renewals
Primary responsibilities
- 01Stakeholder mapping
- 02QBR prep
- 03Expansion proposals
- 04Renewal prep
- 05Account-team coordination
Secondary responsibilities
- Win-loss analysis
- Political-dynamics tracking
Workflows
- Loop 1
Quarterly: QBR prep packets per account
- Loop 2
Pre-renewal: contract review + expansion modeling
- Loop 3
Continuous: stakeholder relationship hygiene
How we measure it
- Net revenue retention per account
- QBR-to-expansion conversion
- Renewal close-rate
Integrations
Tools this agent connects to. OAuth scopes are minimum-necessary by default.
Data sources
Information this agent reads at runtime. All scoped to your organization.
Compliance
ROI
How the math works
Senior AM loaded $130–200k. NRR uplift compounds across the account portfolio.
Human equivalent: Senior account manager ($130–200k loaded)
Risks & mitigations
What could go wrong
- Generic-feeling QBRs — mitigated by stakeholder-specific personalization
Tags
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